Upgrading to Tally.ERP 9 Release 6.5 is fairly simple. We urge you to go through the FAQ section before you upgrade!

Install Tally.ERP 9 Release 6.5:

Renew your TSS Subscription (for Tally.ERP 9 users whose TSS has expired). Users with a valid TSS Subscription will be able to use the licensed version of Tally.ERP 9 Release 6.5.

Buy an upgrade (for Tally 9 and lower version users) to start using the licensed version of Tally.ERP 9 Release 6.5.

Download and install Tally.ERP 9 Release 6.5. Users currently using any version of Tally.ERP 9 and having a valid TSS Subscription can directly upgrade to Release 6.5.

You can also upgrade directly to the latest release from the product.

Note: Be sure to back up your current data in a different location using Gateway of Tally > Alt + F3 > Backup. To view your backed-up data, restore your backup to a different folder using Gateway of Tally > Alt + F3 > Restore.

After Installing

After upgrading to Release 6.5, you can choose to start working with Tally.ERP 9 in one of the following ways:

Open your existing company in Release 6.5 and continue your business as usual:

This is the simplest option. Open your company in Tally.ERP 9 Release 6.5 and follow the on-screen instructions. Once the data is converted, get started with GCC VAT as required.

For Tally 7.2 or lower, download the tool Tally72 migration.exe, and migrate your data using this tool. After the upgrade, you can open your data in Release 6.5.

For Tally 7.2 or lower, download the tool Tally72migration.exe, and migrate your data using this tool. After the upgrade, you can open your data in Release 6.5, and split the company.

Create a new company in Release 6.5 and start afresh GCC VAT:

Go to Company Info. > Create Company. Create all the required masters.

Or

Export the masters from your company in the older version of Tally.ERP 9 with the closing balances, as applicable. In the new company in Release 6.5, import these masters. Once the masters are imported, you can get started with GST or GCC VAT.

Enjoy your journey with Tally.ERP 9!

FAQ

How do I migrate a group company that is created in Tally 7.2 to Tally.ERP 9?

A group company created in Tally 7.2 cannot be opened directly in Tally.ERP 9. We recommend that you open individual companies in Tally.ERP 9 (migrate data from Tally 7.2 before opening in Release 6.5), and then group them together once again at the end. Always remember to back up the data and restore at a different location.

I am using Tally 8.1. Can I continue to use these versions after moving to Release 6.5? Can my licenses co-exist?

No, the licenses for Tally 8.1 and Tally 9 will not co-exist with Tally.ERP 9 Release 6.5.

What happens to my synchronization setup?

Everything will work as usual as long as you ensure that Tally.ERP 9 has been upgraded to Tally.ERP 9 Release 6.5 at all your locations.

My existing customization fails in Tally.ERP 9 Release 6.5. What do I do?

Ensure that the customization or Account TDL used in Tally.ERP 9 is compatible with Release 6.5. If you find that your customization or Account TDL is not compatible with Release 6.5, do either of the following:

Contact your partner to upgrade the solutions to Release 6.5.

Disable the customizations and proceed until the customizations are made compatible with the release.

To disable the customization

For local TDL/TCP

Go to F12: Configure > Product & Features.

Click F4: Manage Local TDL.

Set the option Set TDL Files on startup to No, or remove the attached TDL or TCP from the TDL Configuration window.